Donaldson (NYSE:DCI) Price Target Cut to $104.00 by Analysts at Robert W. Baird

Posted by Nicole Kennedy on Feb 27th, 2026

Donaldson (NYSE:DCI – Get Free Report) had its price target reduced by equities researchers at Robert W. Baird from $110.00 to $104.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the industrial products company’s stock. Robert W. Baird’s target price indicates a potential upside of 12.77% from the company’s previous close.

DCI has been the topic of several other research reports. Stifel Nicolaus raised their price objective on Donaldson from $90.00 to $96.00 and gave the stock a “hold” rating in a research note on Friday, December 5th. Weiss Ratings restated a “buy (b)” rating on shares of Donaldson in a research note on Friday, January 9th. Jefferies Financial Group lifted their price target on shares of Donaldson to $123.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Morgan Stanley raised shares of Donaldson from an “underweight” rating to an “equal weight” rating and increased their price objective for the stock from $72.00 to $84.00 in a research note on Monday, November 24th. Finally, UBS Group set a $96.00 target price on shares of Donaldson in a research note on Tuesday. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Donaldson presently has a consensus rating of “Moderate Buy” and a consensus target price of $100.60.

View Our Latest Report on DCI

Donaldson Stock Down 11.7%

DCI opened at $92.22 on Friday. The firm’s 50 day simple moving average is $100.00 and its two-hundred day simple moving average is $89.10. The company has a market capitalization of $10.64 billion, a PE ratio of 28.73, a PEG ratio of 2.58 and a beta of 1.00. Donaldson has a 1-year low of $57.45 and a 1-year high of $112.84. The company has a current ratio of 2.15, a quick ratio of 1.39 and a debt-to-equity ratio of 0.44.

Donaldson (NYSE:DCI – Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The industrial products company reported $0.83 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.07). Donaldson had a return on equity of 30.24% and a net margin of 10.25%.The company had revenue of $896.30 million during the quarter, compared to analysts’ expectations of $898.64 million. During the same quarter last year, the company earned $0.83 earnings per share. The company’s revenue for the quarter was up 3.0% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. As a group, equities analysts forecast that Donaldson will post 3.64 EPS for the current year.

Insiders Place Their Bets

In other news, CFO Bradley J. Pogalz sold 566 shares of Donaldson stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $91.57, for a total value of $51,828.62. Following the sale, the chief financial officer directly owned 434 shares of the company’s stock, valued at approximately $39,741.38. The trade was a 56.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Ajita G. Rajendra sold 19,800 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $92.04, for a total value of $1,822,392.00. Following the completion of the sale, the director owned 43,993 shares in the company, valued at $4,049,115.72. This represents a 31.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 2.20% of the company’s stock.

Institutional Trading of Donaldson

Several hedge funds have recently modified their holdings of DCI. MidFirst Bank purchased a new position in shares of Donaldson in the fourth quarter valued at $176,000. Kera Capital Partners Inc. lifted its position in Donaldson by 34.1% during the fourth quarter. Kera Capital Partners Inc. now owns 6,897 shares of the industrial products company’s stock valued at $611,000 after purchasing an additional 1,754 shares during the last quarter. Virtu Financial LLC purchased a new position in shares of Donaldson in the 4th quarter worth $828,000. Invesco Ltd. grew its stake in shares of Donaldson by 1.6% in the 4th quarter. Invesco Ltd. now owns 1,355,944 shares of the industrial products company’s stock worth $120,218,000 after buying an additional 21,268 shares in the last quarter. Finally, Birchwood Financial Partners Inc. bought a new stake in shares of Donaldson in the 4th quarter worth about $3,518,000. 82.81% of the stock is owned by hedge funds and other institutional investors.

Donaldson News Roundup

Here are the key news stories impacting Donaldson this week:

Positive Sentiment: Top-line growth — sales were up year‑over‑year and management reported record sales in parts of the business, showing demand resilience even as margins came under pressure. Donaldson Co Inc (DCI) Q2 2026 Earnings Call Highlights: Record Sales Amid Margin Pressures
Positive Sentiment: Management says the Facet Filtration acquisition should be accretive in FY2027, which supports longer‑term revenue/earnings upside if integration goes to plan. Rich Multiple And Weak Results Put Donaldson In The Penalty Box
Neutral Sentiment: Company released the full earnings release, GAAP results and slide deck showing the quarter included a few one‑time items; GAAP EPS and non‑GAAP adjustments are detailed in the press materials. Donaldson Reports Second Quarter Fiscal Year 2026 Sales and Earnings
Neutral Sentiment: Analyst review/metrics: several note key metric details and provide context on margins, revenue mix and the effect of tariff timing — useful for investors doing deeper due diligence. Donaldson (DCI) Reports Q2 Earnings: What Key Metrics Have to Say
Negative Sentiment: EPS and revenue shortfall — reported EPS missed consensus ($0.83 vs ~$0.90) and revenue was roughly in line but slightly below expectations, which triggered investor concern. Donaldson’s (NYSE:DCI) Q4 CY2025 Earnings Results: Revenue In Line With Expectations But Stock Drops
Negative Sentiment: Guidance cut — FY2026 EPS guidance (3.93–4.01) came in below Street consensus and revenue guidance skewed conservative, prompting downward revisions to near‑term earnings expectations. Donaldson shares sink after revenue miss, lowered profit outlook
Negative Sentiment: Margin pressure and leverage concerns — management flagged margin compression (especially in Industrial Solutions), and the Facet Filtration purchase increases leverage near 1.8–2.0x with accretion only expected next fiscal year; investors penalized the premium paid. Rich Multiple And Weak Results Put Donaldson In The Penalty Box
Negative Sentiment: Rising short interest — short interest rose ~25% in February, increasing selling pressure and days‑to‑cover; this pressure can amplify downside on weak prints. (data compilation)

About Donaldson

(Get Free Report)

Donaldson Company, Inc (NYSE: DCI) is a global provider of filtration systems and replacement parts for a wide range of industries. The company develops and manufactures air, liquid and gas filtration solutions for engine and industrial applications, helping customers improve performance, lower emissions and extend equipment life. Donaldson’s product portfolio includes engine air intake filters, fuel filters, hydraulic filters, compressor filters, dust collection systems and gas turbine air intake systems.

Serving markets such as agriculture, construction, mining, power generation, aerospace and original equipment manufacturing, Donaldson operates through two primary business segments: Engine Products and Industrial Products.